-65.0%
AVTR vs NVMI
+261.9%
-326.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.0% | -0.8% |
| 7D | -1.1% | -0.1% | -1.0% | -1.1% |
| 30D | +6.3% | -8.4% | +14.7% | +7.8% |
| 3M | +53.3% | -33.6% | +86.9% | +63.7% |
| 6M | +78.6% | -14.7% | +93.3% | +79.1% |
| YTD | +29.2% | +13.2% | +16.0% | +20.6% |
| 1Y | +13.8% | +29.0% | -15.2% | +2.2% |
| 3Y | -27.4% | +215.0% | -242.4% | -53.3% |
| All | -65.0% | +261.9% | -326.9% | -79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NVMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling